Adulting Finances

Tools and resources

Tools that turn learning into a plan.

Free resources to get organized, and the Plan Builder when you’re ready to work with your own numbers.

See the Plan BuilderStart with the free checklist
Included in the program

Plan Builder

Turn your numbers into a plan you understand. Enter your numbers once and see your cash flow, runway, debt timeline and what is still missing.

Included in The Adulting Finances Program

Learn how it worksAlready a customer? Sign in

What you get

  • Guided intake for income, expenses, debts, assets, goals and benefits
  • Cash-flow baseline, savings rate and net worth
  • Cash runway and what you still need to enter
  • Debt payoff order, timeline and interest estimate
  • Surplus splits side by side, plus your own with sliders; it doesn’t pick one
  • Scenario testing and “what changes the plan” triggers
  • A downloadable PDF summary

Free

Get organized today, for free.

  • Free

    Personal Finance Checklist

    A step-by-step PDF: your financial snapshot, a cash-flow system, an order of operations and what to revisit when life changes.

    Get the checklist

  • Free

    Starting-point check

    Nine quick questions that place you in the five-stage framework and point to what to learn next.

    Take the check

  • Free

    Topic guides and lessons

    Eight topic guides with key ideas, trusted sources and free lessons with worked examples.

    Browse the library

In development

More templates are planned.

These resources aren’t available yet. The newsletter announces new tools when they launch.

Get updates
  • Monthly spending plan templatePlanned
  • Debt payoff worksheetPlanned
  • Benefits and open enrollment worksheetPlanned
  • Job offer comparison worksheetPlanned

Your numbers, organized into a plan.

Start free with the checklist. The Plan Builder comes with the program.

Build your planGet the free checklist